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Marathon Wealth Advisors LLC’s Costco COST Stock Holding History

Marathon Wealth Advisors LLC’s Portfolio COST Stock Details COST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48M Buy
5,858
+67
+1% +$66.8K 1.87% 22
2026
Q1 		$5.77M Buy
5,791
+241
+4% +$235K 2.37% 14
2025
Q4 		$4.79M Buy
+5,550
New +$5.03M 1.9% 19

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marathon Wealth Advisors LLC's COST Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its Costco (COST) stake by 1.2% in Q2 2026, buying an estimated $66.8K and bringing the position to 5,858 shares worth $5.48M. The position accounts for 1.87% of the portfolio, ranked #22.

Marathon Wealth Advisors LLC first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.77M in Q1 2026. 4,247 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Marathon Wealth Advisors LLC held 5,858 shares of Costco worth $5.48M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 67 Costco shares in Q2 2026, an estimated $66.8K.
  • Costco made up 1.87% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #22 holding.
  • Marathon Wealth Advisors LLC first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • Marathon Wealth Advisors LLC's Costco position peaked at $5.77M in Q1 2026.
  • 4,247 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.